cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements

Reply to Message

View discussion in a popup

Replying to:
Dandie_A
QuickBooks Team

Reply to Message

I appreciate you following the steps provided by my colleague, Judy. The instructions from my colleague are exclusively about QuickBooks US. Here are the steps to find the option to customize the email message in invoices using QuickBooks Self-Employed.

 

Here's how:

 

  1.  From the left navigation menu, click on the Invoices tab.
  2. In the Invoices section, if the invoice is unpaid, select the drop-down arrow next to Mark as paid and choose Send reminder.
  3. If the invoice has already been paid, click the drop-down arrow next to View and select Send.
  4. Scroll down to find the Email Message section, where you can customize your message.
  5. After making your changes, click Send again.

 

 

 

 

Moreover, if you need guidance on tracking your income and expenses through bank transactions, refer to this article: Categorize Transactions in QuickBooks Self-Employed.

 

If you have any further questions about QuickBooks Self-Employed, please leave a comment below. We're always here to help!

Need to get in touch?

Contact us